[Remote] Personal Lines Customer Service Agent (open to remote for California residents only + must have active Property & Casualty license in CA)

Note: The job is a remote job and is open to candidates in USA. InsureOne Insurance, part of Confie, is one of the largest privately owned insurance agencies in the United States. They are seeking a Personal Lines Customer Service Agent to manage a book of business, provide exceptional customer service, and generate sales opportunities while focusing on client retention and satisfaction. Responsibilities Manage an existing book of business, focusing on growth and retention while delivering exceptional customer service Routinely conduct consultative conversations with our clients to ensure all coverage needs are addressed Generate and sell cross-sell, referral, and up-sell opportunities Work with customers to provide exceptional service while resolving customer requests/concerns such as, but not limited to, billing, endorsement, copies of insurance documents, etc Completes all required applications and documentation according to carrier and company guidelines Meet personal/team qualitative and quantitative service and sales targets as assigned Support all company initiatives as requested, guided by our company’s WE CARE values, sales culture, and business needs Maintain a professional demeanor in all interactions with both internal and external customers Skills High school or equivalent Property & Casualty license Effective and precise telephone etiquette 1+ years of customer service experience Excellent attention to detail and organizational skills Ability to work well independently and on a team Precise verbal and written communication skills Ability to work in a fast-paced environment Ability to deliver a tailored, white-glove experience to all clients Bachelor's Degree or 1+ year(s) of relevant sales experience Fluency in Spanish is welcome but not required Benefits Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: A corporate discount at 24-Hour Fitness makes staying active more accessible. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost. Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance. Company Overview Whether you need auto, home, commercial, or life insurance, our agents are standing by to help craft policies that are just right for you. It was founded in 2008, and is headquartered in Huntington Beach, California, USA, with a workforce of 501-1000 employees. Its website is